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Salesforce AP-208 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
Salesforce Accredited Agentforce Financial Services Professional Sample Questions:
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals. What should the administrator do to set up the new record types?
- A. Create a record type on the Contact object.
- B. Configure " Individual Record Type Mapper " custom metadata.
- C. Enable " Use Person Account " custom setting.
- D. Create custom fields on the Person Account object.
Correct Answer: B π³οΈ
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A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
- A. FSC Standard permission set license
- B. FSC Extension permission set license
- C. FSC Basic permission set license
- D. FSC Foundations permission set license
Correct Answer: A π³οΈ
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A new custom object has been created, and the records of this object will be created through integration with another system. What should a consultant do to ensure the data is loading into the correct fields in Agentforce Financial Services?
- A. Utilize a field mapping file with the external system data location and the corresponding field in Salesforce.
- B. Use a CSV file with the data created and use Data Loader to map to the correct field.
- C. Ensure custom metadata is configured and each custom metadata record details where the data will be sent.
- D. Create a junction object between the external system and the new customer object where the data will reside.
Correct Answer: A π³οΈ
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A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?
- A. Design the solution using Agentforce Financial Services components.
- B. Create a visual flow diagram.
- C. Understand the journey for the multiple personas involved in the process.
- D. Determine the best e-signature solution to use.
- E. Document the business process flows.
Correct Answer: B,C,E π³οΈ
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The investor relations director of a large insurance company just published a press release after the company ' s Quarterly Earnings Call to report about its digital transformation implementing Agentforce Financial Services. Which three value outcomes should the company ' s stakeholders expect?
- A. Streamlined the entire deal lifecycle with Agentforce Financial Services, leveraging relationship maps and interaction history in business development/discovery to accelerate pipe management and research
- B. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the Financial Services Home Page
- C. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via Financial Services Action Plans
- D. Achieved higher CSAT and NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for Agentforce Financial Services
- E. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
Correct Answer: C,D,E π³οΈ
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